HGWM

Horst & Graben Wealth Management Portfolio holdings

AUM $663M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$7.34M
3
+$5.34M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.3M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.59M

Top Sells

1
+$13.6M
2
+$4.28M
3
+$3.87M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$2.27M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.75M

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 2.19%
3 Real Estate 1.91%
4 Financials 1.03%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44.2K 0.01%
3,029
152
– –
-1,086
153
– –
-4,897
154
– –
-5,341
155
– –
-11,632
156
– –
-101,882
157
– –
-2,773
3 4 5 6
7